Theo Mihell
Professional Summary
Client-facing finance professional with four years at Bloomberg LP serving institutional investors, combining direct RFP, RFI and DDQ production with advanced Excel-based analytics and deep working knowledge of financial statements and estimates. Delivers regular client training and led a workflow redesign that cut a daily equity process from 3-4 hours to ~10 minutes, a ~95% efficiency gain. Is completing a BSc (Hons) Finance and Investment Management (2:1) at the London Institute of Banking and Finance, due to complete in October 2026 alongside full-time employment. Now seeking to move into investor relations within global alternatives, where investor communication, fund reporting and data-driven insight sit at the centre of the role.
Work Experience
Equity Specialist, Analytics
2023-09 – presentBloomberg LP, London, UK
- Resolved ~100 client queries per week for institutional and investment professionals, building a strong understanding of how portfolio managers and analysts use financial data in their daily work
- Delivered regular in-person and virtual training sessions, translating complex financial data and workflows for clients with different levels of expertise
- Led a full client process revamp, reducing a daily equity analysis task from 3-4 hours to ~10 minutes (~95% efficiency gain) through Excel automation and workflow optimisation
- Built Excel-based solutions using the Bloomberg API and BQL, enabling clients to automate custom reporting and analysis
- Maintained a Quality Control score above 96% and a resolve rate above 75% against a 70% department average, sustaining accuracy under high volume
- Served on the Bloomberg Apprentice Committee (2024-2025), planning cross-department events including a winter social with a £10,000 budget
CAMS Specialist
2022-09 – 2023-09Bloomberg LP, London, UK
- Supported 10+ revenue-generating RFPs as the key liaison between sales and internal product and engineering teams, including projects valued up to £400k
- Gathered, validated and quality-checked technical content for proposal and due diligence responses, ensuring submissions met client requirements and deadlines
- Coordinated cross-functional project delivery to tight deadlines across multiple internal teams
- Worked with RFP and due diligence documentation in a regulated environment, giving direct experience of the documentation investors expect
Education
BSc (Hons) Finance and Investment Management
2023-01 – 2026-10London Institute of Banking and Finance (LIBF), 2:1
Undergraduate degree in finance and investment management, completed alongside full-time employment at Bloomberg.
A-Levels (Sixth Form)
2020-09 – 2022-06Kirkham Grammar School
Business Studies, Economics, Computer Science.
GCSEs
2015-09 – 2020-06Kirkham Grammar School
10 GCSEs (grades 7–5) including Mathematics and English.
Skills
Achievements
Duke of Edinburgh's Award, Gold
The Duke of Edinburgh's Award
Completed the full Gold award programme covering volunteering (50+ hours with Ronald McDonald House, Soup Kitchen London, Children In Need, London Food Bank), physical (football), skills (driving theory and lessons), expedition (Lake District environmental impact), and residential (Lake District hotel conservation and outdoor activities).
95% Client Process Efficiency Gain
Bloomberg LP · 2024
Led a client workflow redesign that reduced daily processing time from 3–4 hours to ~10 minutes.
28th at British National Biathlon Championships
British National Championships
Placed 28th in the country for biathlons at the British National Championships.
Club Cricket & County Cricket
Played cricket at club and county level.
Football Awards
Multiple club awards including Player of the Year, Players' Player of the Year, and Parents' Player of the Year. Played from age 4 and for Poulton Youth Football Club.